Halifax Estate Planning Council - Schedule 2022-2023

October 17, 2022        Charitable Giving Through Life Insurance  
                                       with Diane Everett, Vice President, Planning Services, PPI Advisory, LL.B, CLU, TEP, FEA
                                       and Percy MacDonald, Principal and Financial Advisor, Bloom Wealth & Legacy Planning

November 21, 2022     Common Mistakes and Opportunities in Estate Planning with Tim Sullivan, Senior Mgr., Tax and Business Advisory, MNP 

December 12, 2022    Holiday Social                            

January 16, 2023         Death - The Elephant in the Room
                                      with Liz Finney
 , Fund Development Director, Bonnie Lea Farm/South Shore Community Service Association, certified end-                                          of-life doula/death educator  

 March 6, 2023            Creating Philanthropy - How you can help your clients make an impact
                                      with Glenn Stewardson, CFP, 

April 24, 2024              TBA

May 15, 2023             AGM + TBA